Need a Speaker for your Next Event?

Personal finance and Investment subjects don't have to be complicated, and with a wealth of experience and knowledge both Kim or Victor are available to speak at your next event. We are also available to serve on panels or individual sessions.

Marie Kondo has helped thousands organize their home life, we can help you do the same with your finances. Find out how we help clients organize their financial life by creating their own personal financial roadmap?

There are strategies to make your gifts and money stretch farther and be more tax efficient. In this presentation we share how to seek advice on gifting and how your tax, legal, and financial advisors can work together with you to craft strategies that are just right for you.

Many factors come into play when deciding what type of life insurance will best suit your needs. The best thing to do is speak with a trusted and qualified financial professional who can assist you in looking at all the factors and help you to choose the policy that will work best for you.

Need a seasoned and experienced panelist at your conference? Both Victor and Kim have a wealth of experience on multiple topics including: digital technology, social media, financial planning, working in niche markets, our evolving industry, and working with women.

Tech Girl Financial is not affiliated with Cambridge. Check the background of this investment professional on FINRA's BrokerCheck.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, IL, IN, KY, MI, MT, NC, NH, NJ, NV, OR, SC, SD, VA, WI. No offers may be made or accepted from any resident outside the specific states referenced.